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iShares Select U.S. REIT ETF
ICF

Overview Fund Activity

334 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-6
Holders Change %
-1.76%
% of All Funds
4.84%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
99
Reduced
109
Closed
30
Calls
$433K
Puts
$40K
Net Calls
+$393K
Net Calls Change
+$363K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$22.9M
2
BlackRock
2
BlackRock
New York
$84.8M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$5.26M
4
PAG
4
Private Advisor Group
New Jersey
$4.25M
5
EWM
5
Evermay Wealth Management
Virginia
$2.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.1M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$74.1K
4
GFS
4
GYL Financial Synergies
Connecticut
$8.53M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
51
KFG Wealth Management
Indiana
$5.06M -$576K -9,990 -10%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$4.99M +$62.7K +1,086 +1%
AWS
53
Atria Wealth Solutions
New York
$4.97M +$348K +6,037 +8%
CAM
54
Cresset Asset Management
Illinois
$4.79M -$357K -6,193 -7%
FT
55
Fiduciary Trust
Massachusetts
$4.29M -$115K -1,985 -3%
PAG
56
Private Advisor Group
New Jersey
$4.25M +$3.57M +61,817 +520%
TFF
57
The Family Firm
Maryland
$4.16M +$273K +4,728 +7%
LNC
58
Lincoln National Corp
Pennsylvania
$4.03M +$64.3K +1,115 +2%
PWM
59
Proathlete Wealth Management
Florida
$3.67M +$338K +5,859 +10%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$3.21M +$10.1K +175 +0.3%
BAM
61
Belpointe Asset Management
Nevada
$3.01M -$30.9K -535 -1%
Goldman Sachs
62
Goldman Sachs
New York
$2.95M +$54.1K +938 +2%
EH
63
Equitable Holdings
New York
$2.9M +$359K +6,217 +14%
PSCM
64
Per Stirling Capital Management
Texas
$2.89M -$171K -2,969 -6%
AAS
65
Avantax Advisory Services
Texas
$2.66M +$84.9K +1,471 +3%
DADC
66
D.A. Davidson & Co
Montana
$2.66M +$157K +2,722 +6%
EWM
67
Evermay Wealth Management
Virginia
$2.63M +$2.63M +45,538 New
Comerica Bank
68
Comerica Bank
Texas
$2.61M -$39.4K -683 -1%
CIA
69
Choate Investment Advisors
Massachusetts
$2.61M +$2.61M +45,271 New
Envestnet Portfolio Solutions
70
Envestnet Portfolio Solutions
Illinois
$2.54M +$558K +9,675 +28%
BOS
71
Bank of Stockton
California
$2.53M -$159K -2,763 -6%
MAWCM
72
Mine & Arao Wealth Creation & Management
California
$2.43M -$17.3K -300 -0.7%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$2.35M -$59.4K -1,030 -2%
CCWM
74
Cassaday & Co Wealth Management
Virginia
$2.27M -$39.6K -687 -2%
ATWA
75
Arbor Trust Wealth Advisors
Michigan
$2.24M -$107K -1,947 -5%
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